We walk through another green day for AI infrastructure stocks and the Bitcoin miner names making the clearest shift into HPC data centers. We break down a major Applied Digital hyperscaler lease, debate real-world megawatt pricing, and track how financing and permits can re-rate these stocks fast.

• Bitcoin holding above $78K and what the heat map shows
• IREN pullback as a potential buy zone and what to watch in results
• How an ATM raise can fund data center expansion at Sweetwater
• Applied Digital 15-year AI colocation lease and $/MW math
• Core Scientific secured senior notes at 7.75% and why the rate matters
• Keel Infrastructure permitting momentum at Panther Creek and Cantor upgrade
• Cipher earnings date and what we want to hear on the next tenant
• Power Analysis website features for tracking miners and AI data center contracts

Take a second, smash a like button, guys. If you're not already subscribed, McNallie Money, feel free to join. Let us know in the comment section below how you're feeling about the portfolio and your current top pick in the space. Make sure you guys let us know if you're gonna be in town. We'd love to meet up!

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Bitcoin pushes back toward the high-$70Ks and the mining stocks snap higher with it, setting up a fresh look at what efficiency and power cost really mean after the halving. We break down ABTC’s fleet upgrade math, then zoom out to why Hive and Keel are treating AI and HPC data centers as the long-game.

• Bitcoin’s daily move and why miners react faster than BTC
• How 24/7 trading and macro headlines shape risk appetite
• Why power becomes the real product as miners add HPC
• ABTC’s hash rate jump and elite joules-per-terahash efficiency
• Simple profitability math using hash rate, power draw, and energy cost
• Hive’s 0% coupon note and why it matters for AI buildout
• Hive’s GPU roots and the push toward larger annualised HPC revenue
• Keel’s Paraguay sale repriced by mining economics and difficulty
• US focus, permitting steps, and why Panther Creek keeps coming up
• How funding follows signed clients in data center deals

Take a second, smash a like button, guys. If you're not already subscribed, McNallie Money, feel free to join. And let us know in the comment section below how the portfolio is looking today and your top pick in the space!

Anthonys Info:

Website:

https://www.powermininganalysis.com

X:

https://twitter.com/cazenove_uk

Patreon:

https://www.patreon.com/Cazenove_UK

Bryce's Info:

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https://twitter.com/McnallieM

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https://www.patreon.com/McNallieMoney

Merch:

https://shop.mcnalliemoney.com/

Website:

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Business Inquiries:

Email - powermininganalysis@gmail.com

We break down why Bitcoin miners pivoting to AI and HPC are getting re-rated so quickly and why signed contracts matter more than narratives. We compare Soluna’s rapid momentum with Core Scientific’s scaled buildout, then walk through the valuation and balance sheet metrics we use to keep ourselves honest.

• Bitcoin holding around the $75k range and why miner stocks still swing hard
• Two clear groups forming: miners with executed AI/HPC deals versus miners still waiting
• Soluna as a “no contract yet” example driven by hosting growth and visible project timelines
• Core Scientific’s $3.3B secured note and what it signals about future co-location capacity
• How analysts build price targets using EV/EBITDA, price-to-sales, DCF, and sum-of-the-parts
• Why Bitcoin mining can command 2–3x multiples while AI data center revenue can command 15–25x+
• Execution risk as the key caveat behind forward revenue models
• Debt-to-capital ratio and why higher leverage can mean higher buildout ambition
• Book value and NAV per dollar invested as useful inputs that can still mislead
• Cash and cash equivalents versus enterprise value and why “cash rich” is not the whole story

Anthonys Info:

Website:

https://www.powermininganalysis.com

X:

https://twitter.com/cazenove_uk

Patreon:

https://www.patreon.com/Cazenove_UK

Bryce's Info:

X:

https://twitter.com/McnallieM

Patreon:

https://www.patreon.com/McNallieMoney

Merch:

https://shop.mcnalliemoney.com/

Website:

https://www.mcnalliemoney.com

Business Inquiries:

Email - powermininganalysis@gmail.com